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Source Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Source Financial Advisors’s Portfolio SPLG Stock Details SPLG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$609K Sell
9,023
-600
-6% -$40.5K 0.18% 65
2024
Q2 		$616K Sell
9,623
-338
-3% -$21.6K 0.19% 60
2024
Q1 		$613K Sell
9,961
-6,577
-40% -$405K 0.19% 61
2023
Q4 		$925K Buy
+16,538
New +$925K 0.29% 53